A1 Capital\u2019in de\u011ferlendirmesine g\u00f6re, ABD\u2019de \u00e7ekirdek PCE\u2019nin y\u00fczde 3,3\u2019\u00fcn alt\u0131nda ger\u00e7ekle\u015fmesi ve t\u00fcketici harcamalar\u0131n\u0131n zay\u0131f seyretmesi halinde tahvil ve teknoloji hisseleri ile alt\u0131n\u0131n desteklenmesi, dolar\u0131n ise bask\u0131 alt\u0131nda kalmas\u0131 bekleniyor. \u00c7ekirdek PCE\u2019nin y\u00fczde 3,4 veya \u00fczerine \u00e7\u0131kmas\u0131 durumunda ise enflasyonist bask\u0131lar\u0131n artt\u0131\u011f\u0131na y\u00f6nelik endi\u015felerin g\u00fc\u00e7lenebilece\u011fi belirtiliyor.<\/p>\n
De\u011ferlendirmede, ABD\u2019nin 10 y\u0131ll\u0131k tahvil faizinin y\u00fczde 4,70 seviyesine yakla\u015fabilece\u011fi, dolar\u0131n g\u00fc\u00e7lenebilece\u011fi ve alt\u0131n ile y\u00fcksek de\u011ferlemeli teknoloji hisselerinde bask\u0131 olu\u015fabilece\u011fi ifade edildi.<\/p>\n
ABD\u2019de ikinci \u00e7eyrek b\u00fcy\u00fcmesinin y\u00fczde 2,1\u2019den y\u00fczde 1,5\u2019e revize edilmesinin beklendi\u011fi aktar\u0131lan de\u011ferlendirmede, b\u00fcy\u00fcmedeki yava\u015flama ile y\u00fcksek enflasyonun para politikas\u0131 a\u00e7\u0131s\u0131ndan belirsizlik olu\u015fturdu\u011fu kaydedildi.<\/p>\n
Nvidia bilan\u00e7osu takip edilecek<\/p>\n
Wall Street\u2019te teknoloji hisselerinin deste\u011fiyle pozitif kapan\u0131\u015f ger\u00e7ekle\u015firken, Nvidia hisseleri bilan\u00e7o \u00f6ncesinde y\u00fczde 2,2 y\u00fckseldi. Nasdaq vadeli i\u015flemlerinin sabah saatlerinde yakla\u015f\u0131k y\u00fczde 0,5 gerilemesi ise yat\u0131r\u0131mc\u0131lar\u0131n bilan\u00e7o \u00f6ncesinde temkinli hareket etti\u011fine i\u015faret etti.<\/p>\n
A1 Capital\u2019in de\u011ferlendirmesinde, Nvidia\u2019n\u0131n bilan\u00e7osunda sat\u0131\u015f beklentileri, yapay zeka yat\u0131r\u0131mlar\u0131n\u0131n devaml\u0131l\u0131\u011f\u0131 ve yakla\u015f\u0131k y\u00fczde 75 seviyesindeki br\u00fct k\u00e2r marj\u0131n\u0131n korunup korunamayaca\u011f\u0131n\u0131n takip edilece\u011fi belirtildi.<\/p>\n
Petrol fiyatlar\u0131 geriledi<\/p>\n
Brent petrol\u00fcn varil fiyat\u0131, H\u00fcrm\u00fcz Bo\u011faz\u0131’na ili\u015fkin geli\u015fmelerin etkisiyle y\u00fczde 2\u2019nin \u00fczerinde gerileyerek 86,4 dolar seviyesine indi. ABD ham petrol\u00fc ise 80-82 dolar band\u0131nda i\u015flem g\u00f6rd\u00fc.<\/p>\n
\u0130ran\u2019\u0131n H\u00fcrm\u00fcz Bo\u011faz\u0131\u2019n\u0131n y\u00f6netimi konusunda Umman ile g\u00f6r\u00fc\u015fmelere yeniden ba\u015flamas\u0131n\u0131n, bo\u011faz\u0131n k\u0131smen a\u00e7\u0131labilece\u011fi beklentisini g\u00fc\u00e7lendirdi\u011fi belirtildi. Ancak hen\u00fcz kesin bir anla\u015fma bulunmad\u0131\u011f\u0131 ve fiyatlaman\u0131n mevcut durumda olas\u0131 bir ara \u00e7\u00f6z\u00fcm beklentisine dayand\u0131\u011f\u0131 ifade edildi.<\/p>\n
ABD\u2019de 10 y\u0131ll\u0131k tahvil faizi \u00f6nceki g\u00fcn yakla\u015f\u0131k 8 baz puan gerileyerek y\u00fczde 4,625 seviyesine indi. Getiri sabah saatlerinde y\u00fczde 4,63 civar\u0131nda seyretti. Dolar endeksi ise 98,93 seviyesinde bulunurken, euro\/dolar paritesi 1,168, dolar\/yen paritesi ise 159 seviyelerinde i\u015flem g\u00f6rd\u00fc.<\/p>\n
BIST\u2019te tahvil faizleri geriledi<\/p>\n
T\u00fcrkiye\u2019de T\u00fcrkiye Cumhuriyet Merkez Bankas\u0131\u2019n\u0131n (TCMB) bir hafta vadeli repo ihalelerine yeniden ba\u015flamas\u0131n\u0131n ard\u0131ndan k\u0131sa vadeli tahvillere y\u00f6nelik al\u0131mlar\u0131n g\u00fc\u00e7lendi\u011fi belirtildi.<\/p>\n
\u0130ki y\u0131ll\u0131k g\u00f6sterge tahvil faizi yakla\u015f\u0131k y\u00fczde 40,1-40,3, 10 y\u0131ll\u0131k tahvil faizi ise y\u00fczde 34,5-34,6 band\u0131na geriledi. A1 Capital, geli\u015fmenin fonlama kompozisyonunun normalle\u015fmesi ve likidite ko\u015fullar\u0131n\u0131n daha \u00f6ng\u00f6r\u00fclebilir hale gelmesi olarak de\u011ferlendirilmesi gerekti\u011fini belirtti.<\/p>\n
Jackson Hole toplant\u0131lar\u0131 27-29 A\u011fustos\u2019ta<\/p>\n
ABD\u2019nin Wyoming eyaletinde d\u00fczenlenen Jackson Hole Ekonomi Politikas\u0131 Sempozyumu bu y\u0131l 27-29 A\u011fustos tarihlerinde ger\u00e7ekle\u015ftirilecek.<\/p>\n
De\u011ferlendirmede, Fed Ba\u015fkan\u0131 Kevin Warsh\u2019\u0131n g\u00f6reve geldikten sonraki ilk Jackson Hole konu\u015fmas\u0131n\u0131n, eyl\u00fcl ay\u0131ndaki Federal A\u00e7\u0131k Piyasa Komitesi (FOMC) toplant\u0131s\u0131 \u00f6ncesinde piyasalara verece\u011fi mesajlar a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 ifade edildi.<\/p>\n
Warsh\u2019\u0131n enflasyon riskleri, para politikas\u0131n\u0131n mevcut duru\u015fu ve ekonomik b\u00fcy\u00fcmeye ili\u015fkin de\u011ferlendirmelerinin piyasalarda takip edilece\u011fi belirtildi. Enerji fiyatlar\u0131 ve tarifelerden kaynaklanan fiyat art\u0131\u015flar\u0131n\u0131n \u00fccretlere, kiralara, hizmet fiyatlar\u0131na ve enflasyon beklentilerine yay\u0131l\u0131p yay\u0131lmad\u0131\u011f\u0131n\u0131n da para politikas\u0131 a\u00e7\u0131s\u0131ndan \u00f6nem ta\u015f\u0131d\u0131\u011f\u0131 kaydedildi.<\/p>\n
Uzun vadeli ABD tahvil faizlerinin de toplant\u0131n\u0131n \u00f6nemli ba\u015fl\u0131klar\u0131ndan biri olaca\u011f\u0131 ifade edildi. ABD 30 y\u0131ll\u0131k tahvil faizinin y\u00fczde 5,34 seviyesine kadar y\u00fckselmesinin ard\u0131ndan ABD Hazinesi\u2019nin uzun vadeli tahvil geri al\u0131mlar\u0131n\u0131 art\u0131rd\u0131\u011f\u0131 hat\u0131rlat\u0131ld\u0131.<\/p>\n
A1 Capital, Jackson Hole toplant\u0131lar\u0131nda piyasalar\u0131n Fed\u2019in mevcut enflasyonu ge\u00e7ici veya kal\u0131c\u0131 olarak nas\u0131l de\u011ferlendirdi\u011fi, uzun vadeli tahvil faizlerindeki y\u00fckseli\u015fi yeterli bir s\u0131k\u0131la\u015fma olarak g\u00f6r\u00fcp g\u00f6rmedi\u011fi ve Fed ile Hazine aras\u0131ndaki ili\u015fkinin nas\u0131l \u015fekillenece\u011fi konular\u0131na odaklanaca\u011f\u0131n\u0131 belirtti.<\/p>\n
<\/strong> \u0130stanbul, 26 A\u011fustos (Hibya) – K\u00fcresel piyasalarda petrol fiyatlar\u0131ndaki gerilemenin enflasyon ve tahvil faizleri \u00fczerindeki bask\u0131y\u0131 azaltmas\u0131 \u00f6ne \u00e7\u0131karken, yat\u0131r\u0131mc\u0131lar ABD\u2019nin \u00e7ekirdek PCE verisi, Nvidia\u2019n\u0131n bilan\u00e7osu ve Jackson Hole toplant\u0131lar\u0131 \u00f6ncesinde temkinli hareket ediyor.<\/p>\n","protected":false},"author":1,"featured_media":138561,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"googlesitekit_rrm_CAow07ekDA:productID":"","footnotes":""},"categories":[4,1,9],"tags":[],"class_list":["post-138560","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-dunya","category-ekonomi","category-manset"],"_links":{"self":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/138560","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/comments?post=138560"}],"version-history":[{"count":0,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/posts\/138560\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media\/138561"}],"wp:attachment":[{"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/media?parent=138560"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/categories?post=138560"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/ekonomigundemi.com.tr\/index.php\/wp-json\/wp\/v2\/tags?post=138560"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}
\nEKONOM\u0130 GAZETES\u0130 <\/p>\n","protected":false},"excerpt":{"rendered":"